A complete list of active advisors currently associated with Solomon Investments & Financial Planning, LLC

Warmer can help you find a great advisor at Solomon Investments & Financial Planning, LLC or one who fits your needs even better.

Solomon Investments & Financial Planning provides fee-based financial planning, asset-allocation management through a third‑party program, and retirement-plan advisory services to individuals, businesses, and tax-exempt organizations. The firm offers financial planning and consulting on an hourly basis and conducts public seminars and workshops that are educational and provided at no charge. For individual investment accounts the firm implements asset-allocation recommendations on a primarily non‑discretionary basis using a program administered by a third‑party investment adviser and monitors allocations regularly. For employer retirement plans it offers pension consulting and may serve as either an ERISA 3(21) non‑discretionary adviser or a 3(38) discretionary investment manager, with services documented in plan agreements. The firm is affiliated with an insurance business and the managing member also operates as a registered representative of a broker‑dealer, activities that may result in commission‑based compensation and are disclosed as potential conflicts of interest. It is notable among peers for combining non‑discretionary retail asset allocation, formal ERISA plan consulting options, and public educational workshops alongside its insurance and broker‑dealer affiliations.

To learn more about the advisors currently working at Solomon Investments & Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.